AuditFile Report Builder

by AuditFile, Inc.Microsoft 365Price not published

Connects AuditFile trial balances and leadsheets to Excel for building financial statements and reports.

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PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
AuditFile Report Builder — screenshot from the Microsoft Marketplace listing

What it does

Connects trial balance and leadsheet data from AuditFile to Excel for financial statements and reports. A financial statement line can link to a leadsheet balance, with journal entries reflected in the Excel file. Auditors can add prior and current year account and leadsheet balances, as well as program area balances.

Key capabilities

from the Microsoft Marketplace listing

Trial Balance Connections

Connects AuditFile trial balance data to Excel.

Leadsheet Connections

Links Excel cells to leadsheet balances.

Journal Entry Updates

Reflects journal entries in the Excel file.

Account Balance Inputs

Supports prior year and current year final account balances.

Program Area Balances

Supports balances for program areas such as Cash and A/R.

Use cases

  • Build a balance sheet from trial balances and adjusting journal entries.
  • Build an income statement from trial balances and adjusting journal entries.

Who it's for

CPA firms, internal audit teams, and government auditors.

In the catalog

1,160 plugins in Microsoft Teams · Analytics

Price distribution: 33 free, 53 freemium, 390 paid, 684 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«AuditFile is a secure, cloud-based solution that helps CPA firms (and internal audit teams) perform dramatically more efficient audits, reviews, and compilations. AuditFile also has solutions for internal and government auditors. This add-in allows users to connect data from trialbalances and leadsheets to Excel to …»

Official marketplace listing

Publisher
AuditFile, Inc.
Updated on marketplace
Facts verified